ForumTitleContentMemberSexCountryDate/Time
US Embassy and Consulate DiscussionI-864 question
From the I-864 instructions:

25. Federal Income Tax Information
You must provide either an IRS transcript or a photo copy from your own records of your Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photo copies of your Federal individual income tax returns for the three most recent years.

If you provide a photocopy of your tax return(s), you must include a copy of each and every Form W-2 and Form 1099 that relates to your return(s). Do not include copies of these Forms if you provide an IRS transcript of your return(s) rather than a photocopy.

The following items must be submitted with Form I-864:
For ALL sponsors:

A copy of your individual Federal income tax return, including W-2s for the most recent tax year, or a statement and/or evidence describing why you were not required to file. Also include a copy of each and every Form 1099, Schedule, and any other evidence of reported income. You may submit this information for the most recent three tax years , pay stub(s) from the most recent six months, and/or a letter from your employer if you believe any of these items will help you qualify.


So, yes the past years is a must for tax returns. The last 3 is only if you believe they will help you qualify, also the employer letter and pay stubs are if you believe they will help you qualify or show consistent ability to earn above the required limits.

Good Luck

Edited by thepizzadude, 28 September 2009 - 07:33 PM.

thepizzadudeMalePhilippines2009-09-28 19:31:00
US Embassy and Consulate DiscussionUSCIS shows 'last updated' recent date, but information is still 2 months old
QUOTE (Jeff54321 @ Oct 1 2009, 10:09 PM) <{POST_SNAPBACK}>
QUOTE (Otto und Karin @ Oct 1 2009, 05:00 PM) <{POST_SNAPBACK}>
Touches (when last updated date changes) may or may not have any meaning (to you/us) - you are still in line with the predicted timeline (November) so for now just relax. good.gif


It's hard to relax now. The petition was approved. biggrin.gif Vermont is on the ball now, I received a notice on July 28th that they received it and on October 1st, they're mailing me an approved letter.

Told ya...."either an RFE or an approval/denial."

kicking.gif dancin5hr.gif Congratulations dancin5hr.gif kicking.gif
thepizzadudeMalePhilippines2009-10-01 21:39:00
US Embassy and Consulate DiscussionUSCIS shows 'last updated' recent date, but information is still 2 months old
QUOTE (Jeff54321 @ Oct 1 2009, 04:34 PM) <{POST_SNAPBACK}>
I logged into the uscis.gov website to check the status of my K1 fiance petition, and to my surprise, it showed a "Last updated 10/1/2009" date. Excited, I checked the case status and it showed "As of July 28, 2009..." and everything was the same as before.

I called the number provided and all the attendant did was recite what I was already seeing on the webpage and I asked her what date they were currently working on for the K-1 visas. She didn't know how, or was not allowed to give me that information.

Did they change something on the website that gave everyone the 10/1/2009 date, or did they do something with my petition?

If the date changed it means they did something, that something could be anything. But with your timeline I would say it may be getting looked at and you will probably hear something soon, either an RFE or an approval/denial. There has been alot of activity lately at CSC and VSC, they have been moving pretty quickly so just wait and see for a few.

Good Luck smile.gif

thepizzadudeMalePhilippines2009-10-01 16:58:00
US Embassy and Consulate DiscussionEvidence to provide with I-134
QUOTE (MouadsWife @ Oct 1 2009, 09:51 PM) <{POST_SNAPBACK}>
Trying to make sure that I provide all documents with the I-134 form. So far I have found that with this form I am to submit...

1. Statement from an officer of the bank or financial institutions where you have deposits, identifying the following details regarding your account.
a. Date account opened
b. Total amount deposited for the past year
c. Present balance

Correct

2. Statement of your employer on business stationary showing:
a. Date and nature of employment
b. Salary paid
c. Whether the position is temportary or permanent

Correct

So what about income tax forms? W2's? I thought this was supposed to be provided? Anyone know about W2's?

Last years income tax returns and supporting documenst, i.e. 1099's or w-2's etc...

Also.... unsure.gif I just remembered another question when filling out that I-134 form....

For the cosposor... if the cosponsor does not make enough and needs to combine her husbands income so then "cosponsor husband and wife" will be consponsoring... (OMG HOW DO I ASK THIS... girlwerewolf2xn.gif I THINK IM LOSING MY MIND...)
On the form, there is only 'one' line asking for name of sponsor. Doesnt say 'name(s).... So if Mrs. & Mr are both sponsors since it takes a joint income to sponsor him... do you fill out a different form for each person? Or do you put on that one same line "Mrs. Lucy Loo, and Mrs. Whatever? Loo.... You see what I mean? Wowo... hear come my headache.... blink.gif

You can only use 1 co-sponsor and they will not combine a husband and wives income sad.gif

Does the co-sponsor and I both use the same "I-134" forms?

You each fill out your own copy of the I-134


thepizzadudeMalePhilippines2009-10-01 21:08:00
US Embassy and Consulate DiscussionUs embassy in manila recieve our case sept.1, 2009
What I tell you will work, we filed in January and my wife sent her AOS papers last week...

START HERE:

1) 2 days after NOA2, starting calling NVC: 603-334-0700 press 1 then 5.
2) Once NVC has your case, they assign a new case #. Ask them what date they sent your file to the embassy & also for the NVC case #.
3) Once you know the date NVC sent off the file, track it at DHL's website: http://track.dhl-usa...?nav=TrackByRef For the reference code, enter EXP 10 JUL 2009A (adjust using dates just before the date NVC told you), with a shipping range of that day to a few days later (July 13 - July 14 worked for the example above). Look for shipments to your beneficiary's embassy.
4) To find out if the embassy processed the packet, call the Dept of State before 5pm: 202-663-1225 press 1 then 0

AND HERE:

When NVC tells you they sent the package:

Don't wait on the embassy to send you anything or you may get old. Go to this page and learn all you need to...Call them and see if they have your package yet and set an appointment.

http://manila.usemba...ov/wwwfk1en.pdf

This page is about Setting Appointments:

http://manila.usemba...v/wwwh3238.html

Has she/he got all the paperwork ready yet, is the medical done.

Go to St Lukes -- send her a copy of the letter from NVC, email or mail your choice: it's walk in so don't worry best to go Tues-Thurs to avoid rush.
Medicals are valid for 6 months. Info about medical is at the wwwfk1en.pdf link above.

Check this site for more info on the visa process in Manila:

http://manila.usemba...v/wwwh3023.html

Check up on the CFO seminar he/she will need either before or after but definitely before he/she can LEAVE the country Look HERE:

http://www.cfo.gov.ph/emig_manila.htm

Good Luck

thepizzadudeMalePhilippines2009-09-07 23:21:00
US Embassy and Consulate DiscussionI-134 and disability
I agree with Gary and Alla, you should be fine with what you have the assets will cover anything they may think is a shortfall in your income. biggrin.gif
thepizzadudeMalePhilippines2009-10-03 20:41:00
US Embassy and Consulate DiscussionInterview Soon Do I have to include taxes in I 134?
QUOTE (Gary and Alla @ Oct 5 2009, 10:45 PM) <{POST_SNAPBACK}>
QUOTE (RANNK1 @ Oct 5 2009, 02:21 PM) <{POST_SNAPBACK}>
Hello,
Does anybody know if the embassy will ask to see last years taxes at K-1 visa interview? Do I have to send last years taxes with I 134?????????????
I did not make much last year, but I have been working very very hard this year so that when he goes in for adjustment of status, then I will qualify just fine.
I can supply all copies of paystubs for the past year- which will equal $26,000
plus I just sold my house and will be getting $35,000 from the sale of it.

But last year I think I only made about $10,000 and it was a joint tax return with my exhusband- who i was seperated from when we filed taxes but still filed together to make it easier.

thanks


Just posted is a thread in the K-1 forum (it will probably be moved here) The beneficiary was denied at the first interiew for not having the 2008 return of his fiancee. He went back with a second interview and tax return with w-2s and was denied because it was not a transcript. He HAD the transcript with him at today's interview and offered it after they told him he needed it. Nothing doing. Come back again October 21st. Always bring tax returns for most recent year.


This thread -----> http://www.visajourn...howtopic=221698

thepizzadudeMalePhilippines2009-10-05 22:05:00
US Embassy and Consulate DiscussionInterview Soon Do I have to include taxes in I 134?
QUOTE (Gary and Alla @ Oct 5 2009, 03:48 PM) <{POST_SNAPBACK}>
QUOTE (thepizzadude @ Oct 5 2009, 03:24 PM) <{POST_SNAPBACK}>
This is ridiculous, why people keep trying to tell people they don't need tax returns. Yes it is not REQUIRED when filling out the I-134, but we all know that it makes life much easier besides the fact that most consulates require it. Why would anyone advise people to do something that may cause them delays or possibly a denial just because they think it's right. The info posted in the above link states to bring 2 or 4 things to substantiate the information provided on the I-134, tax returns are one of those items. Nigeria is one of the hardest consulates in the world due to it being one of the highest fraud countries known to mankind.
I think some people need to not answer questions unless they know for sure it is not gonna cause undue harm to a petitioner or benficiary, giving someone information to make them feel secure when chances are it is gonna cause problems is ludicrous.

RANT over sorry....



Kiev, a much easier consulate than Lagos (OMG YES) "requires" exactly the same thing...2 of 4 items. I was there when a woman was told, without an interview question being asked (Kiev does not ask a lot of questions) "Everything looks OK with your visa and we can issue it as soon as you bring your fiance's most recent tax return" She did not offer that she had it with her, but I am not sure what would have happened if she did, they had already given her the blue slip requiring more information. Kiev interviews are more or less "public" being done at a window in the waiting room. Any questions or results are on view to anyone.

A similar situation occured when Alla went for our son's K-2 to follow in June of this year. So it seems, at least for Kiev, that you must have "2 of the following 4" items as long as ONE of them is the most recent year tax return. They don't tell you this in the instructions, they do not have to.

So I will stand with what I have said. I would never advise anyone to go to an interview without the most recent year's tax return. Further, I would not sit on it and wait for them ask, I would just hand it over. Current income is far more weighty than last year's income so what is to gain in withholding it? If the consulate says "2 out of 4" items. I give them all four plus two more.


Agree 100% good.gif

thepizzadudeMalePhilippines2009-10-05 17:44:00
US Embassy and Consulate DiscussionInterview Soon Do I have to include taxes in I 134?
This is ridiculous, why people keep trying to tell people they don't need tax returns. Yes it is not REQUIRED when filling out the I-134, but we all know that it makes life much easier besides the fact that most consulates require it. Why would anyone advise people to do something that may cause them delays or possibly a denial just because they think it's right. The info posted in the above link states to bring 2 or 4 things to substantiate the information provided on the I-134, tax returns are one of those items. Nigeria is one of the hardest consulates in the world due to it being one of the highest fraud countries known to mankind.
I think some people need to not answer questions unless they know for sure it is not gonna cause undue harm to a petitioner or benficiary, giving someone information to make them feel secure when chances are it is gonna cause problems is ludicrous.

RANT over sorry....
thepizzadudeMalePhilippines2009-10-05 14:24:00
US Embassy and Consulate DiscussionTax returns AND transcripts?
QUOTE (Leo&Farah @ Oct 5 2009, 11:43 PM) <{POST_SNAPBACK}>
We have our interview date on Oct 29th.

We will be using a co-sponsor for the I-134. We have tax returns and W2's for 2006, 2007 and 2008, 3 months pay stubs, letter from employer for all those signing the I-134.

I had called up the embassy and they said only one year was needed for tax returns. Does not matter, I'll bring all just incase. The problem comes up when the banks refuse to notarize the returns because they were electronically filed. We tried calling IRS to fax them over since they claim to take 1-2 weeks to mail things and the last time we tried asking them to mail it, it got lost. Long story short, we don't have access to a fax machine. Leo's grandma in another state has one but the IRS refused to fax it over unless the person was physically present there. Both Leo and his dad (co-sponsor) only have access to a public fax machine and are not comfortable with their transcripts possibly being seen by others. IRS states the fax is automated so it could take anywhere between 24-48 hours to be faxed which increases this possibility. Grandma's fax is out.

That leaves 3 weeks or so for them either to contact IRS and have them mail it and have it mailed to me, supposing it does not get lost like it did before, or to take a chance and go there with just the returns, W2's, pay stubs and employer letters. I don't know if there is time for the mailing option. We should have done this before but we did not find out until later that his dad only had 1040's and not transcripts. And found out later that 1040's can't be notarized if they're electronically filed. And then we spent some time trying the fax option but that did not work out. So now we're back to square one and 3 weeks deadline. At first, we were comfortable with the idea of just returns without transcripts but reading that thread has made me panic. (I read the thread about the Ghana interview going awry because both were needed).

My question is,

1. Does anyone know if this 24-48 hour thing to fax is real or bullshit?
2. How long did it take to mail the transcript to you if you ordered one?
3. Is it absolutely necessary to have BOTH? How many of you have had to use both?
4. The woman at the embassy was speaking on behalf of the CO and did not sound confident. Should I trust her and try to wing it with what we have?

1. From what I understand they usually arrive in less than 30mins or so, I think they just say that as a standard practice.
2. I ordered them 2 times and both times they arrived to me in less than 10 days.
3. No you generally only need one or the other. Ghana is a difficult embassy, and we really don't have all the information to know why they are pushing this particular case so much. ALSO I did need a copy of my 2008 transcript before I flew to the Philippines in May and they were not available by phone but I called the local IRS office and was able to get a copy there, Not really sure where you are located but most MAJOR metro areas have local IRS offices.
4. Generally most cases only need the last years unless your case is difficult or SELF EMPLOYMENT is involved.

Good Luck

thepizzadudeMalePhilippines2009-10-05 23:06:00
US Embassy and Consulate DiscussionUnemployment Compensation Revisited
QUOTE (keithNvaleria @ Sep 20 2009, 05:17 PM) <{POST_SNAPBACK}>
Hey Friends: I did a search and the last posts on this issue are a couple months back. What with the economy tumbling further and more job losses, I am thinking that others here have either similar concerns or more recent experience. In my case, I lost my job of over 30 years (delivering luxury yachts) back in October 2008. Folks who purchased our product are now either shamed out of buying or banks will/can not make loans. My company went from 900+ employees, down to about 20, just in the last year alone. In my case, I am receiving Unemployment Comp and also filed for an annuity that has an acelerated payment option until I turn 62 next May. The 2 incomes combined comfortably exceed 125% of the poverty level for a family of 5 ( fiance, me, her 2 kids from before and our infant son ). Next May, assuming I take Social Security, my and our (US Citizen)infants' income from Social Security and the annuity will still exceed 125% and we should be fine. In addition, I have a 401K and savings as a cushion, which could be a bridge, adequate until next May, in the event that U/C is either frowned on or disallowed. I have substantial home equity and thus an open home equity credit line at my bank. I will not have an employment letter and instead, am thinking I will prepare a financial income statement for my current income situation and then project forward to next May when SS kicks in. Last but not least, I have a home appraisel, but it is from 8 years ago. We are about ready to go for the interview and yet, I am worried. I am thinking of getting a fresh home appraisal just to have that as a backup. Sorry for the long diatribe, but I have butterflies. As a kicker; I am 61 and she is 32. Our relationship has endured for over 5 years and yet I worry about the age issue.


Instead of waiting for a hope and prayer, start preparing in case Unemployment gives you problems. Get an professional appraisal of your home and a mortgage statement showing your balance. Get documentation of your 401k $$ and information about any penalties if you were to withdraw the funds so you can show amount of equity in the fund. Get a letter from your bank about your savings account, current balance when it was opened and any deposits you might have made in past year. Also get any documentation of your future SS payments you will be receiving in May of next year if you so decide to exercise your right to these payments. Get information about the annuity also, you must document everything.

Good Luck to you

thepizzadudeMalePhilippines2009-10-07 12:00:00
US Embassy and Consulate DiscussionQuestion about I-864A
QUOTE (JeniLovesMarwan @ Oct 7 2009, 04:13 PM) <{POST_SNAPBACK}>
Thank you. I have a few more questions. I know you send back your Federal Tax returns along with the I-864A what are they wanting? Just the form 1040 or everything like do they want also the Schedules? I have a Schedule A&B, D and do they want form 2106-EZ as well as the other forms or just the 1040. The 1040 is about 2 pages and the 1040 schuedules and other forms are about 9 pages just wanted to know if I need all these pages or just the first 2.

Just to be sure I would include all 9 pages and the w-2's and the 1099's, but if you want to make it simple have your mother call 18008291040 and order a set of her "tax transcripts" they will be all you need and you won't have to worry with w-2's or 1099's. Here is what the I-864a says in the instructions. "You must provide either an IRS transcript or a photocopy from your own records of your Federal individual income tax return for the most recent tax yearyear. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years." "If you provide a photocopy of your tax return(s), you must include a copy of each and every FormW-2 and Form 1099 that relates to your return(s). Do not include copies of these Forms if you provide an IRS transcript of your return(s) rather than a photocopy." "You must include each and every Form 1040 Schedule, if any, that you filed with your Federal tax return."

Also I must send back the W-2 along with the tax return and I also seen something like 1099? What is this and does this always come with tax returns and must you send this back? Because I am not seeing anything for a 1099 on her tax returns so I was wondering if this was something that everyone gets back or just some people may get this back?

Yes if you send the tax return copy you will need to send an corresponding documentation essentially meaning the w-2's and 1099's. A 1099 is a form used to report miscellaneous income to an individual. Here is a link that explains what a 1099 is essentially http://www.wisegeek....a-1099-form.htm


I also have questions in completing the I-864A Im sorry I have looked for an example form but I dont see one for the I-864A. My question is this on page 2 of form I-864A question 10 it says "My current individual annual income is?________________ Im wondering what I put here? would this be what my mother has made as of now this year? And if so do I need to send something along with this amount to prove this is correct amount?

This would be the amount that she makes in a year. So ask her what she made last year, and what she thinks she will make this year. If they are close to the same just use an average, if this year is more then just use this years estimate. You don't need to send any check stubs unless you want to substantiate this years income. The I-864a says this in the instructions "You may include evidence supporting your claim about your expected income for the current year if you believe that submitting this evidence will help you establish ability to maintain sufficient income. You are not required to submit this evidence, however, unless specifically instructed to do so by a Government official. For example, you may include a recent letter from your employer, showing your employer's address and telephone number, and indicating your annual salary. You may also provide pay stub(s) showing your income for the previous six months. If your claimed income includes alimony, child support, dividend or interest income, or income from any other source, you may also include evidence of ability to maintain that income.

Another question on the I-864A page 3, Part 2 Sponsor's promise number 13 it says I THE SPONSOR and then you print your name and also your signature would I sign this since I am the petitioning sponsor and then my mother would sign the same page the part that says I, THE HOUSEHOLD MEMBER so this page 3 would need mine and my mother's signature?

Yes

I also have a question about the I-864 page 4 question 24b It says "income you are using from any other person who was counted in your household size: NAME___________ RELATIONSHIP__________________ Current Income_____________ in this spot I would put my mothers name correct and then what would I put for current income? I am getting all her income information off her tax returns because that is what you are suppose to send back so Im not sure where I get this current income

Yes, you would put the current income spoken of in the answer to your question about current income.

I know this is a lot of information but I am really stuck here and confused and Im trying to hurry to get all this completed and do it right so hopefully my husband can join me in the US very quickly. Please any help would be so much appreciated.


Again, good luck

thepizzadudeMalePhilippines2009-10-07 17:06:00
US Embassy and Consulate DiscussionQuestion about I-864A
QUOTE (JeniLovesMarwan @ Oct 7 2009, 01:26 PM) <{POST_SNAPBACK}>
QUOTE (JeniLovesMarwan @ Oct 7 2009, 01:30 PM) <{POST_SNAPBACK}>
I have just recently returned to the US after staying with my Egyptian husband over 6 months in Egypt so we could file the petition DCF. The petition was approved and now I am back in the US trying to get everything together for my husband so he can send back packet 3 to the Embassy there in Cairo. I have a question that I am not sure about. I have been back in the states for a little over 1 week and I am having trouble finding a job right now. I have 5 months pregnant (almost 6) and it seems like people dont want to hire a pregnant woman. I am currently enrolled and will continue my college full time in about another month. I have 3 children and my children and I are living with my parents and will continue to do so even after my husband arrives in the states and he also will live with us in my parents home. I have talked to my mother and she will co-sponsor my husband because I dont have any income and haven't had any income I have always been a stay at home mom. So I know I will need to fill out the I-864 and my mother will fill out the I-864A. My mother has agreed to financially support myself, my children and my husband after he arrives here. My mother would like for me to continue my college full time therefore not be working. I only have about 2 more semesters until I graduate from college anyway. And my husband will look for work when he arrives. So my question is do you think it would be ok to just let the Embassy know that I will not be working and my mother will be taking care of us financially? Or must I get a job before my husband can come here. To me it seems like it shouldn't matter if im working or not if my husband will be supported when he is here by my mother anyway. The purpose of the sponsor is so my husband wont become a public charge and he for sure wont be because my mother makes more than enough money to support all of us right now.
Also when looking at my mother's tax returns Im confused as to what I am suppose to be looking at. Is it the 1040, W2, and 1099 that I send back to the Embassy? And also what total amount am I looking for in determining how much she made for the year. There is a place on the tax returns that says "WAGES, SALARIES, TIPS, ETC" and then it has an amount and then there is a place on the tax returns that says "TOTAL INCOME & ADJUSTED GROSS INCOME" and this has a different amount so Im not sure what I am suppose to be going by if someone could please help me with all this. Im really trying to hurry and get all this done so I can send all back to my husband so he can hopefully get his interview soon and join me here in the US. Thanks so much.


Any help please?????



Line 22 is the one you want to look at.
thepizzadudeMalePhilippines2009-10-07 15:41:00
US Embassy and Consulate DiscussionQuestion about DS156K
The I-134 needs to be an original with signature. Why would you send one with the I-129F? It's not needed at that stage of the process.
thepizzadudeMalePhilippines2009-10-07 18:04:00
US Embassy and Consulate DiscussionLegal advice needed
Well since the "document" is secret just send it and quit wasting your time. Maybe they are not responding to you because they told you what you need already and you haven't provided it.
thepizzadudeMalePhilippines2009-10-07 18:03:00
US Embassy and Consulate DiscussionLegal advice needed
What document are they wanting and how can they have anything to do with it, did they tell your congressperson what you needed to provide.
thepizzadudeMalePhilippines2009-10-07 17:23:00
US Embassy and Consulate DiscussionI-134 IRS Tax Info.
QUOTE (natasa @ Oct 8 2009, 01:27 PM) <{POST_SNAPBACK}>
You need tax return with I-134 only if you are self-employed. If not you need to submit letter from your employer (include following information’s position, start date, full-time or part-time, temporary or permanent position, salary).
You will need last three years of tax return when you file AOS and to answer your question no, it’s not a big deal if your address is different.


No it will not be a problem if you have moved and your address is different than when you filed taxes for last year.
Yes it is true many embassies do not require tax returns unless you are self employed BUT many embassies DO REQUIRE them and you should really check to see if yours is one of them. It is recommended by VJ that ALL PEOPLE take their tax returns with them in case they are needed, if they don't that is wonderful BUT it is better to have than NOT. Generally the only people who tell you that you won't need them are very new to the process and most have not even stepped inside an embassy at this point.
And as to needing 3 years at AOS this is not true, you only need to submit the most recent years tax return at AOS and if you want to submit the past 3 years you can BUT IT IS NOT REQUIRED.
As to how many you should submit, if you are well over the poverty limits ONE should be plenty, if you are very close to the limits then submit the past 3 to show you are able to maintain a constant pattern.

Good Luck to you

thepizzadudeMalePhilippines2009-10-08 14:14:00
US Embassy and Consulate DiscussionI-864 and tax returns
You use line 22, the want to see the w-2's to corroborate what you put on your tax forms. Some people have other sources of income and what they have showing on their w-2 is only part of what makes up line 22.
Stop overthinking it, it is simple put what is on line 22.
thepizzadudeMalePhilippines2009-10-08 22:36:00
US Embassy and Consulate DiscussionHas anyone completed I-864A?????
good.gif Sorry sometimes I let my frustrations show too much... I am only happy to answer your questions.
thepizzadudeMalePhilippines2009-10-09 14:22:00
US Embassy and Consulate DiscussionHas anyone completed I-864A?????
QUOTE (JeniLovesMarwan @ Oct 8 2009, 09:44 PM) <{POST_SNAPBACK}>
Hi I dont know why no one is responding to my questions. Im trying to explain my questions as best as I can and I really need some help. I can't do anything more until I figure out these questions. So please anyone I could use your help please.

Maybe because you keep asking the same questions and they have been answered.

My first question on the I-864A page 2 question 10 it asks "My current individual annual income is $_______ ? what do I put for this is this what my joint sponsor has made so far for this year or what they think they will make for the whole year. Im not sure how to determine this and also this amount is this the same that I put on my I-864 #24b that asks for joint sponsors individual annual income?

http://dictionary.re...m/browse/annual Check this website for the definition of annual, this question has been answered. It is WHAT YOUR MOTHER TOLD you when you asked her, you said, she said she believes she is gonna make about the same as she did last year. Don't let the word current mess you up with this question, if they wanted to know how much you have made so far this year the question would say "How much income have you made so far this year? Right?

Also on page 3 Part 2 Sponsor's promise #13 it says "I, THE SPONSOR ________________ in consideration of the household member's promise to support the following intending immigrant and to be jointly and severally liable for any obligations I incur under the affidavit of support, promise to complete and file an affidavit of support on behalf of the following ________ (and here it says to indicate a number) named intending immigrant. This is really confusing me does anyone know what number I am suppose to put here?

From all your posts I am assuming there are no children involved and it is only your husband, so his name would be on line 13a and he would be the only ONE listed so the number that goes in the space is 1. It is saying there is 1 named immigrant that you are gonna fill out a I-864 for and your mother is gonna fill out a I-864a for. Which means on Part 3 section 15 she has same answer as you "1".

Also if my mother and father filed taxes jointly but I am only using my mothers income do i still need to send it 1099's for my father?

No do not send those just send the w-2's from your mother.

I am also living with my parents and will continue to do so do I need to show some type of proof that I am living with them?

They will be able to tell this from the addresses being the same, you need provide nothing else.

IF anyone can please help me with any of this. Im sure I am not the only one that has filed an I-864A and used 1 person on a tax return that had filed jointly. Please help me.


thepizzadudeMalePhilippines2009-10-08 22:55:00
US Embassy and Consulate DiscussionI-134 help needed
Ok so i'm a doofus...lol... I read maybe I missed the instructions to the I-134 I looked all over USCIS website and VJ....doh!!!
Jims info is right on the mark...
thepizzadudeMalePhilippines2009-10-10 13:35:00
US Embassy and Consulate DiscussionI-134 help needed
QUOTE (tany1157 @ Oct 9 2009, 10:32 PM) <{POST_SNAPBACK}>
I am sorry in advance if this topic is covered somewhere else, and I just missed it. I have read the instruction form on the USCIS web site for filling out form I-134, and looked all over VJ, and I still need some clarification. I am sponsoring my fiance, and my mom will be a co-sponsor. What exactly do I need for evidence?? I have heard I need my tax forms from the last couple of years, but did not read this on the instructions that came with the form on the USCIS web site. Also, since my mother makes way over the poverty line, I have heard she doesn't need the letter from her employer, just her
w-2's and her taxes from the last couple of years. Also, if she makes enough money, does she have to go into what she has in stocks, and savings and other assets?? She will list her home, but not sure she HAS to put down all her assests, or if her income alone is enough. I thank you so much in advance for the information to help me.


Instructions located at USCIS website:

http://www.uscis.gov.../i-134instr.pdf

thepizzadudeMalePhilippines2009-10-10 10:30:00
US Embassy and Consulate DiscussionDs156 duplicate
Print same form 2x biggrin.gif

Edited by thepizzadude, 10 October 2009 - 01:36 PM.

thepizzadudeMalePhilippines2009-10-10 13:36:00
US Embassy and Consulate Discussioncan someone answer my question
Neither when you file the petition but when the beneficiary does the interview you will need the I-134. The I-864 will be needed when you file AOS after you are married.
thepizzadudeMalePhilippines2009-10-10 19:03:00
US Embassy and Consulate DiscussionBank account details for I-134
QUOTE (Kittyfang @ Oct 10 2009, 10:29 PM) <{POST_SNAPBACK}>
Maybe someone can correct me, but I taught that the income was the only thing they looked as far as a sponsor is concerned. blink.gif

No they look at many aspects to qualify you if you want them too. If you have a ton of money in the bank or large equity in your home or a big 401k plan balance and can show it you could probably qualify without an income at all, it just depends on the consulate and the $$$ we would be talking about.
thepizzadudeMalePhilippines2009-10-10 21:48:00
US Embassy and Consulate DiscussionBank account details for I-134
Not such a good idea...if the minimums are met then it won't be a problem and there is no need to supply bank account information.
Although Australia is probably not in the countries that this may be looked upon with suspicion, as in giving money to get a visa, it still is probably not such a good idea.
thepizzadudeMalePhilippines2009-10-01 20:14:00
US Embassy and Consulate Discussioni-134 affidavit of suport for fiance visa
QUOTE (bobaiam @ Oct 8 2009, 04:22 PM) <{POST_SNAPBACK}>
When completing the Affidavit of Support form for a Visa for my fiance, am I required to completely list all assets I have and provide supporting documents for these financial accounts or can I include just a few asset accounts because my salary from my job is sufficient to prove adequate means to support my future wife? I am willing to include my tax returns, w-2, and paystubs for the employed portion of the question. However, I have several bank accounts, mutual funds, and individual stocks and it seems like it is a major hassle to include everything on this form for question 7. Am I legally responsible for including everything and providing stock statements because i own more than 10 individual stocks? I did not want to delay my fiance visa application by not including all of the necessary information but if the form is just to be used to determine that I am able to support my future wife I would like to provide the least amount of supporting documents. If I need to can I also list these various asset amount but not provide supporting documents besides my tax returns and w2?

I appreciate any help to this question

thanks in advance!


If your income is sufficient then you do not need to fill anything else out besides income.
Also, pay no attention to the section II part of the instructions for the I-134 and be more concerned about what the Philippines embassy asks for. You can find that info here: http://manila.usemba...ov/wwwfk1en.pdf
As you can see under Evidence of Support it plainly states Income Tax Returns, many embassies have different rules and some people just can't wrap their brain around this fact. They don't care whether you are self-employed or not they want the tax forms and documents.
EVIDENCE OF SUPPORT. You should be able to demonstrate that you will not become a public charge or be a burden on the U.S. taxpayers for financial support. A completed I-134 Affidavit of Support Form will be useful to the consular officer to evaluate your petitioner’s ability to be financially responsible for you. You should also submit your petitioner’s most recent U.S. Federal income tax return (Form 1040) and wage statements (Form W-2). Employment letters stating salaries and bank statements may be included to substantiate the I-134.

thepizzadudeMalePhilippines2009-10-08 18:48:00
US Embassy and Consulate Discussion134 clarification
If you are above the minimums they are not needed unless the consulate specifically asks for them.
thepizzadudeMalePhilippines2009-10-11 22:49:00
US Embassy and Consulate DiscussionAffidavit of support
You need to be concerned with what line 22 on your 1040 form states as your income.
They are not concerned with who you worked for, how many people/companies you worked for or how difficult it is for you to supply them with the required documentation to show you can support your fiance and she will not become a public charge to the US.
Your bank statements will substantiate your income and it would not hurt to gather those documents, will it be sufficent?...who knows. The question is are you willing to try it, and risk the possibility of a prolonged visa waiting time period or an outright denial.
Many of us have had to bite the bullet and given up "allowable expenses, depreciation and otherwise items that can be written off" for the sake of passing the interview and then AOS after marriage. After that it will not be a problem anymore.
Maybe you should ask some of these questions in the regional forum for Russia, maybe they are a little more lenient and don't require some things at your embassy, I can only tell you of my own experience dealing with the Philippines embassy, one of the more stringent consulates when it comes to obtaining a visa.
Whichever you decide or whatever you have to do....I wish you luck.
thepizzadudeMalePhilippines2009-10-10 21:43:00
US Embassy and Consulate DiscussionAnyone have joint sponsor that is included in household size
QUOTE (Dhel @ Oct 11 2009, 11:52 PM) <{POST_SNAPBACK}>
QUOTE (JeniLovesMarwan @ Oct 8 2009, 03:04 PM) <{POST_SNAPBACK}>
If anyone could help. I have posted these questions a few times and not getting any response. Maybe no one has had a joint sponsor that was a family member and needed to fill out I-864A. If anyone has I would really appreciate your help as I can't send the papers to my husband in Egypt until I get this question answered

Also a new question I was told to look at line 22 on tax returns and this is where you get the total amount income and this is what you put on the I-864A for annual income but someone just told me that u look at the amount on the W-2 and this amount is different then line 22 anyone know the right answer to this? I just want to know when looking for total income for the year am I looking on the tax return line 22 TOTAL INCOME or am I looking at the W2 form for that year?


on your second question, the annual income for I-864A (question # 10) should be for this current year, your annual income for 2008, you should be able to find that in your paycheck stubs.. if you're looking for federal income tax information (question #11) on I-864A then refer to line 37 on Form 1040 (adjusted gross income)



I can see where your confusion comes from...From the directions with the I-864a "My total income (adjusted gross income on IRS Form 1040EZ) as reported on my Federal tax returns for the most recent three years was ? It says show your ADJUSTED GROSS INCOME IF USING 1040EZ and if NOT then your TOTAL INCOME from your federal tax form which is line 22. Line 37 on the 1040 is AFTER DEDUCTIONS that is why it is called adjusted gross income. Don't confuse instructions for 1 form (1040EZ) as applicable to the other form (1040).
The government is in the habit of making things too difficult, but don't let it confuse others. As one person states on this site ... "Read Carefully" "Interpret Literally"
Why the instruction were not written in PLAIN ENGLISH is a mystery to me....It could have simply said "Enter your total income from line 22 of the 1040 form or your adjusted gross income from the 1040EZ and caused a lot less confusion.
thepizzadudeMalePhilippines2009-10-11 23:22:00
US Embassy and Consulate DiscussionI-864A questions
QUOTE (JeniLovesMarwan @ Oct 11 2009, 10:37 PM) <{POST_SNAPBACK}>
HI Im still getting all things together and ready to send to my husband in Egypt. Im still so confused and worried about everything I just want to make sure I have done everything correctly. I have a few more questions:

1. This is my situation I have 3 kids from a previous marriage and also am now 5 months pregnant from my Egyptian husband. I have never really worked because I have always been a stay at home mom. I have been going to college for quite some time now but took some time off when I went to live with my husband in Egypt so we could file the petition DCF. Now I am back in the states and my husband is waiting in Egypt for all the paperwork so he can send it to the Embassy there for his interview. My kids and I are living with my parents now and we will continue to do so even after my husband arrives in the states so that I am able to finish college and both my husband and I can find good jobs. My mother makes more than enough money to support us financially until that time. So my question is I know I am the main sponsor so I will fill out the I-864 and then the household member is suppose to fill out the I-864A so we can COMBINE our incomes but if I dont have any income we wont be combining incomes so I wonder if my mother would still fill out the I-864A. She still is a household member but we are not combining incomes that is my confusing.

It does not matter if you make negative nine million dollars, she is still a joint sponsor and you are still the sponsor, she fills out the I-864a as a household member co-sponsoring your sponsorship of your husband and you fill out he I-864.

2. Also my mother and father filed taxes jointly and my fathers SSN and name is on all the tax papers however he didnt work and his income is not included on the taxes my question is how will the Embassy know this is just my mothers income when my fathers name and SSN is on all papers as well I am just worried, I dont want the Embassy to think I am trying to combine their incomes.

Because the documents you are going to provide them will state her income...the w-2's and the other supporting documents if there are any.
You are seriously overthinking and making this more difficult than it is...the consulate does this every day and believe me they know exactly what they are looking at.
Calm down and follow all the directions you have been given and things will be fine.

thank you all so much for your help in this confusing and worrying time for me.

Edited by thepizzadude, 11 October 2009 - 09:54 PM.

thepizzadudeMalePhilippines2009-10-11 21:54:00
US Embassy and Consulate DiscussionDS-156 form
QUOTE (D_G @ Oct 9 2009, 07:22 PM) <{POST_SNAPBACK}>
Can anyone help? I'm having such difficulty trying to figure things out. We received the NOA2 and were directed to the London Embassy web site where it lists the next lot of forms to be completed -

DS-230 Part 1 (PDF)
IV-15 & Checklist
Form DS-156
Form DS-157
Form DS-156-K

- the DS-156 link does not seem to be working correctly....
I get directed to this page http://evisaforms.state.gov/ and then get an error message(i'm using a mac laptop). At the bottom of the page it list e-forms that can be completed but non of the questions seem to correspond to my application.


_frustrated and freaking out_ :S

Its made to be used with Microsofts browser it seems but if you are using Firefox just click the link to the DS156 link and it will load and you can still fill the form out.
thepizzadudeMalePhilippines2009-10-09 20:07:00
US Embassy and Consulate DiscussionAffidavit of support
QUOTE (Sak @ Oct 10 2009, 04:59 PM) <{POST_SNAPBACK}>
Hi,

Does the co-sponsor need to be able to support his whole family, my fiances whole family plus the non immigratnt or does the co-sponsor only need to to be able to meet the requoirments for his family plus the non immigrant??? Please help. I need to know.
Also when do we need to have this form ready? Is it when the K-1 petition is approved??? Is it the I-134 or I-864??/

The co-sponsor needs to be able to support himself, his dependents and your fiance and any of the fiances children (if any are involved). They will not need to count you or your children (if any are involved).
At the embassy stage it is the I-134 that will be used, you need to fill one out and your cosponor would need to fill one out.

Good Luck in you process

thepizzadudeMalePhilippines2009-10-12 11:15:00
US Embassy and Consulate DiscussionI-134
QUOTE (cien09 @ Oct 12 2009, 07:24 AM) <{POST_SNAPBACK}>
star_smile.gif Hi VJ members!

What is the common answer in question # 11 of form I-134..Is it okay if we fallow the answer in example form?

Thanks for the helpsmilie.gif

yes.gif that is the correct answer
thepizzadudeMalePhilippines2009-10-12 11:16:00
US Embassy and Consulate DiscussionAffidavit of Support doubts.
QUOTE (Carolina+James @ Oct 14 2009, 10:18 AM) <{POST_SNAPBACK}>
Hello,

I am curious if the instructions from I-184 apply for I-134 for K-1. The instructions for I-134 are not as good as this other form, and I wonder if some guidelines are just same same, such as household size, income requirements and tax information are just the same. Most of my doubts is to make sure my fiance meets the required amount not to use a co-sponsor.

I am still waiting on an RFE, but I don't see why not start organizing everything for a next step, so here it goes:

1) My fiance pays child support, but he does not have the children as dependents on his tax returns. Should they be added on household size? Part of the instructions says that yes, and the other says no... can someone help me? I copied here the two parts from the I-864 I am refering to.

Yes they need to be included see below.

"Your household size includes yourself and the following individuals, no matter where they live: any spouse, any dependent children under the age of 21, any other dependents listed on your most recent Federal income tax return, all persons being sponsored in this affidavit of support, and any immigrants previously sponsored with a Form I-864 or Form I-864 EZ affidavit of support whom you are still obligated to support."

Any dependents, no matter where they live under the age of 21, it's pretty black and white here.

"21d - Enter the number of unmarried children you have who are under age 21, even if you do not have legal custody of these children. You may exclude any unmarried children under 21, if these children have reached majority under the law of their place of domicile and you do not claim them as dependents on your income tax returns."

Says to list them even if you don't have legal custody. You can exclude them if they have REACHED MAJORITY AGE UNDER LAW...in most states this means usually if they are 18.


2) Tax information. Should just the most recent be shown or the last three years? They leave it here kinda vague to me... any suggestions? Or should I seek people from the same embassy my process will go and see which they require?

You only need the most recent year.

"You must provide either an IRS transcript or a photocopy from your own records of your Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years."

In my opinion they say this for the I-864 because some might be really close to the minimums and sending 3 years showing that they can maintain sufficient income might help with the proof.

3) And on the 125% above poverty level requirement. That number is to be shown on the current income, from the employment letter? Or is it required to be already on the last tax report?

Current income is most important, not what you made last year so...your paystubs and employment letter are gonna hold more weight than last year taxes.

Edited by thepizzadude, 14 October 2009 - 12:15 PM.

thepizzadudeMalePhilippines2009-10-14 12:15:00
US Embassy and Consulate DiscussionA couple as co-sponsor
They will not combine incomes for a I-134 sponsor, they have to make enough on their own to sponsor the beneficiary.
When you file AOS you can combine incomes if you all live in the same household.
thepizzadudeMalePhilippines2009-10-19 12:31:00
US Embassy and Consulate DiscussionWhat to include with I-134
QUOTE (gmjdmj @ Oct 17 2009, 03:35 PM) <{POST_SNAPBACK}>
On the example form here on VJ, it shows you on the example to not mark the intend or not intend section but the London Embassy wants you to mark intend and then specify how you intend to support the beneficiary...

Ahhh....thanks, in case someone asks later it is now memorized for London Embassy ... biggrin.gif

thepizzadudeMalePhilippines2009-10-17 17:50:00
US Embassy and Consulate DiscussionWhat to include with I-134
Heres a link to what may be needed at interview with I-134
http://www.visajourn...p?showtopic=305

QUOTE (gmjdmj @ Oct 17 2009, 12:54 PM) <{POST_SNAPBACK}>
I had to re-send mine to my fiance after discovering that the example here on VJ is not how the London Embassy prefers to see it.


What exactly did the London Embassy want you to put for the answers to question 10 and 11?
thepizzadudeMalePhilippines2009-10-17 14:53:00
US Embassy and Consulate Discussion? about the I-134 form if you have been divorced with kids involved & child support!
QUOTE (pushbrk @ Oct 6 2009, 12:28 PM) <{POST_SNAPBACK}>
QUOTE (Francksgirl @ Oct 6 2009, 09:11 AM) <{POST_SNAPBACK}>
My question is.......

Our lawyer advised us only to put my salary on this form. There is nowhere on the form to put money from my ex for child support or maintenance. My ex has Primary custody of both kids, but we have joint custody and I have the kids 90% of the time. My ex will be claiming both children on his taxes, not me. Do I need to put this information on the form, or just leave my salary with what I make on here like our lawyer told advised us. Our Lawyer wasn't the brightest lightbulb in the world.........wish that I had known about this website before! I would have saved a $1,000.00!!!!!!! Please help if any of you have information on this! I couldn't find any.......


If your salary easily exceeds the amount required to sponsor, that's all you need to document.

good.gif
thepizzadudeMalePhilippines2009-10-06 11:43:00
US Embassy and Consulate DiscussionConfused Embassy question
QUOTE (Minya's wife @ Oct 22 2009, 04:39 PM) <{POST_SNAPBACK}>
The consulate is looking for the following finanials:

I-864-filled out by you
I-864 filled out by your father as he is your joint sponsor because you said you don't make enough. They sent back the I-864A because it was not the correct form. Your dad needs to fill out the I-864 and include the correct supporting documentation. Is your dad's income above the poverty line for the size of his household + the intending immigrant, your husband?

This is incorrect...per the I-864A instructions:
Form I-864A, Contract Between Sponsor and Household Member, is an attachment to Form I-864, Affidavit of Support Under Section 213A of the Immigration and Nationality Act. It is an optional form, completed and signed by two individuals: a sponsor who is completing Form I-864, and a household member who is promising to make his or her income and/or assets available to the sponsor to help support the sponsored immigrant(s). The combined signing of this form constitutes an agreement that the household member is responsible along with the sponsor for the support of the individual(s) named in this form.

A separate Form I-864A must be used for each household member whose income and/or assets are being used by a sponsor to qualify. This form must be submitted simultaneously with Form I-864.

Form I-864A may only be used when a sponsor's income and assets do not meet the income requirements of Form I-864 and the qualifying household member chooses to combine his or her resources with the income and/or assets of a sponsor to meet the requirements. The obligations of the household member under this contract terminate when the obligations of the sponsor under the Affidavit of Support terminate.

Maybe you missed the part where she lives in the same household as her father, hence the I-864A.

thepizzadudeMalePhilippines2009-10-22 17:12:00